news & tips you can use


insights

August 21st, 2017 |

Leaving the vacation home to family

Whether sporting a lakefront view or nestled in a mountainside perch, your vacation home is a place where special moments happen and important…

READ MORE >

July 26th, 2017 |

Nine tips to live beyond 100

From the Grecian island of Ikaria where people “forget to die” to a sunny Californian community in Loma Linda, people are growing older…

READ MORE >

July 26th, 2017 |

Half right or full right?

I recently returned from a vacation driving around Spain and Portugal with my family (husband and two sons, ages 18/20). Now, before I…

READ MORE >

July 7th, 2017 |

The concept of a team

The word “team” is most commonly associated with the world of sports yet more and more this concept has evolved beyond just the…

READ MORE >

July 6th, 2017 |

Retirement reinvented

It’s estimated that 10,000 baby boomers reach retirement age every day. While age may be a commonality among this group, how they choose…

READ MORE >

June 23rd, 2017 |

Great return on investment

Investing the time and energy to track expenses and planning ahead will provide a great return for amount saved.  Any potential return on…

READ MORE >

June 20th, 2017 |

Fighting financial fraud

Financial fraud costs older Americans more than $36.5 billion each  year – and financial exploitation in particular is reported at higher rates than…

READ MORE >

June 8th, 2017 |

Investor Access mobile check deposit

Here is another piece of technology that will help to save you time and money, the Raymond James Mobile Check Deposit App.

I use…

READ MORE >

June 6th, 2017 |

Small steps to a better you

What does it mean to invest in our health? While eating that apple a day is still a great idea, there are many…

READ MORE >

May 15th, 2017 |

Nurturing moneywise children

Parents often emphasize the importance of education to their beloved children. The rewards are obvious. Yet all too many forget to bolster that…

READ MORE >